Balanced Scorecard Software for Financial Services

The only strategic planning software developed and endorsed by the creators of the Balanced Scorecard, Doctors Robert S. Kaplan and David P. Norton 

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Trusted by strategic planners in financial services.

Achieve Superior Results with the Balanced Scorecard

The benefits of using the ESM with the Balanced Scorecard methodology allowed Banco Bradesco to increase revenue by 16% to $1.2 trillion.  Discover how your organization can realize groundbreaking results too!

Financial Services Case Studies

Financial_ereaderDownload The ESM Case Studies: Financial Services eReader.  This free eReader highlights stories from Wells Fargo, and others.

Risk Management eReader

Risk Management and the Strategy Execution System Mockup Shadows
Dr. Robert Kaplan along with leaders of Tokyo-Mitsubishi and the Jet Propulsion Laboratory offer practical implementations of risk management to your strategy framework.

Objective Measure Library

Balanced Scorecard software objective measure library

Access hundreds of best practice financial services specific objectives and measures. Start building your scorecard today!
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Discover why ESM is your one-stop shop for strategy execution

From our inituitive BSC software and organizational alignment tools to embedded best practice support, let ESM's 25+ years of experience from the experts guide your finance organization to achieve its strategic goals!

Enterprise Business Strategy Software

Enterprise Strategy

Finance strategies start at the top. Create a single organizational vision with your enterprise level Balanced Scorecard.
Cascade Scorecards

Employee Alignment

Tie personal goals to enterprise/cascaded scorecards so everyone understands how their role impacts the strategy. 

Employee Alignment

  Finance Blog     

Discover tips and tricks, stories from the field, and best practices for Balance Scorecard implementation in financial services.


See How We Help The Financial Industry

Put all your key performance indicators in one tool.  ESM+Strategy integrates with your local systems to streamline data collection and eliminate headaches.

Built For Financial Services

Free to start.
Always unlimited users.

A good strategy shouldn't be hidden away behind closed doors. Business planning requires transparency, and you need a system that allows every part of your organization to see and adopt the strategy.

So say "hello" to scorecard software with unlimited user pricing models.


Balanced Scorecard Designer

Create objectives, measures, and strategic initiatives

SWOT, PESTEL, Porter's 5 Forces, and Change Agendas

Excel Exports

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"ESM's intuitive, easy to use interface allows organizations to spend more time making critical decisions and less time on the process."

Robin Wales
Defense Threat Reduction Agency


"DLA has now been using the BSC for over thirteen years, using a framework that is built into the 5-year business planning process.  ESM has facilitated alignment across the agency, supporting over 35 divisions, and has over 150 people managing strategic information using ESM."

Defense Logistics Agency


"We are delighted with the ESM and appreciate the responsiveness of the support you have provided."

Bruce Peddie
New Zealand Defense Forces